Note: A team must have at least one Primary Group Code. A group may have multiple Rep codes.

• Employees - right-click in the tab to add an employee to the team

Tip
Tip: Once you have added an employee, you can set them as either a Leader or Member in the Group Role column as well as mark them as Primary. You may also adjust the way the system splits commissions between team members.

To create a new Team entry and set up the Split Percentages, follow these steps:

Rw ui steps macro

Rw step In the Team Monitor window, click ADD TEAM. The system opens an empty Team Details window. Rw step Enter the basic Team details: Name -  a descriptive name, usually, the last names of the employees on the team Start Date - the date when the team becomes active End Date -  end date is optional, specify only if the team is terminated Type - the value is always Team Rw step Select the appropriate Draw from the dropdown. Draws are advances on commissions and can be forgivable or unforgivable. Tip Tip: If the team is to receive a draw, you can define the Draw Type and the Amount in the Setup tab of the Commissions Console. Rw step Enter the extended Description for a team by double-clicking on the field. Rw step Assign a Rep ID to the team in the Group Code table: Select the code type - Primary (required) or Alternate (optional) Double-click in the table and enter the Code, Source and Alias Note: A team must have at least one Primary Group Code. A team may have multiple Rep codes. Rw step Add members to the team and define their roles and commission splits. Right-click in the Employees table and select Add from the menu. Rw step Define each Team Member’s details and click OK: Member Start Date: Indicate when each member joined the team. Commission Split: Define the percentage of commission each member will receive. The system will issue a warning if the percentages do not add up to 100%. Group Role: Assign a role to the team member (e.g. sales assistant, leader). Team Lead: Designate a team lead. While not governing compensation, this is useful for messaging. Tip Tip: Once you have added an employee, you can set them as either a Leader or Member in the Group Role column as well as mark them as Primary. You may also adjust the way the system splits commissions between team members. Rw step (Optional) Assign a Lookup Table A payout table can be assigned to the team, which results in net splits. Rw step Assign the Team to a Commission Plan In either the Team Monitor or Commission Console, assign the new team to a commission plan. Rw step Click SAVE. The new Team is added to the Team Monitor.

Adding a Team to a Commission Plan

To manage compensation for a team, you must first add that team to a commission plan.